See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,575 | $82,664+7.2% | $125,339-29.3% | $68,494+29.3% |
| Participation rate | 68.0% | 75.0%-7.0pp | 82.4%-14.4pp | 67.9%+0.1pp |
| Annual return | -15.27% | -5.97%-9.3pp | 572.05%-587.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $910 | $3,381-73.1% | $4,814-81.1% | $2,596-64.9% |
| Participant deferral / active EE | $5,933 | $6,110-2.9% | $7,446-20.3% | $4,027+47.3% |
| Admin fee / account holder | $2,151 | $6,275-65.7% | $10,010-78.5% | $5,403-60.2% |